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iShares Global Healthcare ETF

221 hedge funds and large institutions have $1.28B invested in iShares Global Healthcare ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% more funds holding

Funds holding: 189221 (+32)

15% more capital invested

Capital invested by funds: $1.11B → $1.28B (+$165M)

6.46% more ownership

Funds ownership: 53.9%60.36% (+6.5%)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

Holders
221
Holders Change
+32
Holders Change %
+16.93%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
46
Increased
50
Reduced
66
Closed
14
Calls
$1.14M
Puts
Net Calls
+$1.14M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Maltin Wealth Management
New Jersey
$627K +$591K +9,115 New
VWA
77
Visionary Wealth Advisors
Illinois
$621K +$586K +9,031 New
Aristotle Capital Management
78
Aristotle Capital Management
California
$612K
FIM
79
Freedom Investment Management
Connecticut
$611K +$576K +8,881 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$610K
AIM
81
Anchor Investment Management
South Carolina
$606K +$23.5K +362 +4%
BRWA
82
B. Riley Wealth Advisors
Florida
$592K -$90.8K -1,400 -14%
MD
83
Money Design
Japan
$590K +$58.3K +899 +12%
WP
84
WealthSource Partners
California
$589K -$3.63K -56 -0.6%
SW
85
SVB Wealth
Massachusetts
$585K +$552K +8,509 New
QCMC
86
Quantum Capital Management (California)
California
$550K -$1.69K -26 -0.3%
PSUF
87
People's United Financial
Connecticut
$540K -$25.9K -400 -5%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$507K +$479K +7,380 New
NL
89
NWAM LLC
Washington
$494K +$195 +3 +0%
SWP
90
Stratos Wealth Partners
Ohio
$488K +$6.68K +103 +1%
Fidelity International
91
Fidelity International
Bermuda
$486K -$70.5K -1,087 -13%
BUB
92
BBVA USA Bancshares
Texas
$461K +$713 +11 +0.2%
JFM
93
Jackson Financial Management
California
$459K
ECAM
94
East Coast Asset Management
Massachusetts
$454K -$19.5K -300 -4%
KTC
95
Kistler-Tiffany Companies
Pennsylvania
$449K +$2.59K +40 +0.6%
Bank of Nova Scotia
96
Bank of Nova Scotia
Ontario, Canada
$446K +$908 +14 +0.2%
Renaissance Technologies
97
Renaissance Technologies
New York
$444K +$419K +6,457 New
Stifel Financial
98
Stifel Financial
Missouri
$435K +$113K +1,740 +38%
Creative Planning
99
Creative Planning
Kansas
$432K +$13.8K +213 +4%
PIMG
100
Patriot Investment Management Group
Tennessee
$419K +$65 +1 +0%

IXJ Hedge Fund Activity: Q4 2019 in Review

221 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2019, worth a combined $1.28B — up 15% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IXJ positions and 14 closed out — a net gain of 32 holders — while 50 added to existing stakes and 66 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $13.1M. The largest seller was Susquehanna International Group, cutting an estimated $6.47M.

  • 221 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2019, up from 189 in Q3 2019.
  • Funds reported $1.28B of iShares Global Healthcare ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 46 funds opened new iShares Global Healthcare ETF positions in Q4 2019 and 14 closed out, a net change of +32 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2019 was Bank of New York Mellon, an estimated $13.1M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2019 was Susquehanna International Group, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2019.